Berenberg

ESTABLISHED IN 1590 , today Berenberg is one of Europe’s oldest privately owned banks, focusing on wealth and asset management, investment banking and corporate banking. Approximately 1,600 employees carry the Bank’s long tradition of success into the future.

Berenberg has always been run by personally liable managing partners, ensuring management continuity, stringent risk management and a particular independence from corporate interests. As a bank we are guided by accountability, and trust is the cornerstone of client relationships.

We provide investment services across sterling and euros, for private, professional, entrepreneurial and institutional clients in equity focused or multi-asset mandates. We offer our services on advisory or discretionary bases and we look after a range of clients from the less experienced, to the professional, the institutional or the entrepreneur.

Providing advice to HNW individuals is a complex challenge that we meet responsibly by leveraging our specialist expertise and award-winning approach. Our clients’ investment goals are varied and specific – we work to meet these individual needs in the best way possible.

We deploy specialists across key functions such as stock selection, asset allocation, portfolio management and fund selection to provide the best inputs into portfolio construction. Our portfolio managers do not manage client relationships, meaning they can focus on generating investment returns whilst our investment advisers take care of clients’ overall wealth allocation.

We have been investing with ESG and sustainability in mind for a long time. We are accustomed to managing portfolios with standard exclusion criteria or complex exclusion and impact criteria. We see ESG integration in our investment decisions as a value-added approach to better manage fundamental risks in our portfolios.

EQUITY FUNDS: We are active long-term investors with a passion for equity selection. We focus on longevity through sustainability, growth through excellence and risk mitigation through research.

Our institutional equity team concentrate on finding companies which have a competitive edge and a strong balance sheet, enabling superior long term growth with defensive qualities. Our equity funds offer distinct strategies across both Europe and Global All Cap with sustainability applied consistently across all areas.

In multi asset, our approach utilises both top-down asset allocation and bottom-up security selection in order to maximise the potential value added from both. We believe we can add value from actively allocating within the business cycle, as well as taking advantage of structural changes within various industries across the business cycle

ADVISORY: Our advisory service is built on Berenberg’s strong research offering, spanning across more than 25 sectors and 900 stocks globally. We build bespoke multi-asset portfolios with an equities bias in collaboration with our clients, reflecting their investment objectives, knowledge and preferences (e.g. ESG, Thematics). Our advisory clients value the hands-on approach and regular communications backed up by quality research.

ESG AND IMPACT: We offer a proven sustainability approach for individual and institutional clients with bespoke portfolio design and direct stock and bond holdings. We discuss clients’ ethical wishes using our model ethical framework, and work with them to make informed decisions on the use of any additional specific criteria.

Through our management of ESG mandates we have developed a highly versatile investment infrastructure to meet client-specific ESG objectives. In 2018 we launched a dedicated equity strategy which incorporates ESG and impact metrics. In this strategy, we believe the impact of a security is as important as its investment case. This gives clients access to a high-conviction global strategy that maps against in-house impact metrics as well as third-party reference data such as the United Nations’ Sustainable Development Goals.

EXECUTION-ONLY: We go a step beyond in our execution-only services, offering comprehensive solutions for illiquid and/or unusual trade or business opportunities, interacting with other teams and departments at Berenberg. Some examples include equity block trades, private placements, bond new issuances, IPO access, DVP (Delivery Versus Payment) accounts, brokerage execution on cash equity, fixed income and illiquid FX currency pair trades, structured products. Our aim is to be flexible.

INSTITUTIONAL: We have a dedicated and highly experienced institutional client relationship management team and attach great importance to providing clients with excellent service. We have a proud history of providing our clients with a wide range of investment solutions covering equity, fixed income, multi-asset and currency overlay and can offer access via pooled funds or segregated accounts. Our solutions are flexible and can be tailored to meet the individual requirements of clients.

INVESTMENT BANKING: We specialise in helping entrepreneurial clients and can assist in many capital market ventures. Our Investment Bank’s brand is built around our strong small and mid-cap relationships in both Europe and UK Markets as well as our growing presence in the USA. These corporate relationships span from equity research coverage to IPOs and on-going corporate brokerships. This experience helps us work with clients at all stages of managing a company, whether considering an IPO or whole/partial exits from a listed position.

FOCUS

UHNW Wealth Management for entrepreneurs and multi-generational families; Discretionary Investment Management; Active Investment Advisory; Specialist Equity Investment Funds

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